Grandfield & Dodd’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Sell
1,779
-118
-6% -$19.6K 0.02% 176
2025
Q1
$325K Hold
1,897
0.02% 164
2024
Q4
$321K Hold
1,897
0.02% 168
2024
Q3
$364K Hold
1,897
0.02% 159
2024
Q2
$349K Hold
1,897
0.02% 158
2024
Q1
$369K Hold
1,897
0.02% 156
2023
Q4
$354K Hold
1,897
0.02% 152
2023
Q3
$380K Hold
1,897
0.03% 145
2023
Q2
$474K Hold
1,897
0.03% 133
2023
Q1
$483K Hold
1,897
0.03% 135
2022
Q4
$439K Hold
1,897
0.03% 137
2022
Q3
$420K Hold
1,897
0.03% 133
2022
Q2
$410K Buy
1,897
+35
+2% +$7.57K 0.03% 141
2022
Q1
$400K Hold
1,862
0.03% 151
2021
Q4
$360K Hold
1,862
0.02% 163
2021
Q3
$320K Hold
1,862
0.02% 168
2021
Q2
$320K Hold
1,862
0.02% 161
2021
Q1
$290K Hold
1,862
0.02% 160
2020
Q4
$280K Hold
1,862
0.02% 162
2020
Q3
$270K Sell
1,862
-6
-0.3% -$870 0.02% 156
2020
Q2
$240K Sell
1,868
-24
-1% -$3.08K 0.02% 158
2020
Q1
$251K Buy
1,892
+30
+2% +$3.98K 0.03% 149
2019
Q4
$274K Hold
1,862
0.03% 159
2019
Q3
$289K Hold
1,862
0.03% 151
2019
Q2
$250K Hold
1,862
0.02% 160
2019
Q1
$214K Buy
+1,862
New +$214K 0.02% 169
2018
Q1
Sell
-1,957
Closed -$222K 181
2017
Q4
$222K Hold
1,957
0.02% 177
2017
Q3
$214K Hold
1,957
0.02% 175
2017
Q2
$210K Hold
1,957
0.02% 179
2017
Q1
$214K Hold
1,957
0.03% 177
2016
Q4
$202K Buy
+1,957
New +$202K 0.03% 177
2016
Q3
Sell
-1,862
Closed -$211K 185
2016
Q2
$211K Buy
+1,862
New +$211K 0.03% 165
2014
Q2
Sell
-1,932
Closed -$202K 184
2014
Q1
$202K Buy
+1,932
New +$202K 0.03% 171